Connect fieldnotes and Setmore Appointments to Build Intelligent Automations
Enable Integrations or automations with these events of fieldnotes and Setmore Appointments
Enable Integrations or automations with these events of fieldnotes and Setmore Appointments
Actions
Create Appointment
Create a new appointment.
Create Customer
Create a new Customer.
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- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your fieldnotes and Setmore Appointments accounts to viaSocket. Once connected, you can set up a workflow where an event in fieldnotes triggers actions in Setmore Appointments (or vice versa).
Absolutely. You can customize how fieldnotes data is recorded in Setmore Appointments. This includes choosing which data fields go into which fields of Setmore Appointments, setting up custom formats, and filtering out unwanted information.
The data sync between fieldnotes and Setmore Appointments typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between fieldnotes and Setmore Appointments. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About fieldnotes
Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.
Learn MoreAbout Setmore Appointments
Setmore helps small businesses book appointments online and grow their business every day.
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